When Outdated Systems no Longer Meet Requirements in Online Retail Contact Centre

When your online retail contact centre outgrows an outdated system, challenges arise. This was the predicament for call centre operator Serco and online retailer Shop Direct. Managing six contact centres with a myriad of customer queries and over 1500 processes became overwhelming for contact centre agents. The limitations of the legacy system also affected management’s ability to track and measure customer interactions. Here are some of the identified challenges:
Process Documentation Captured in Spreadsheets

The legacy system’s challenges included process documentation stored in Excel, requiring agents to access and understand entire processes before responding to queries.

Time-consuming Training and Cross Training

This made the learning curve for new staff and cross-training existing staff time-consuming and resource-intensive. Handling various inquiries, including refunds, deliveries, promotions, and credit account queries, became challenging even for experienced agents.

Inability to Proactively Distribute Relevant Information

With information limited to Excel files and no tracking ability, proactively directing the most relevant information to agents was not feasible. Supervisors and managers couldn’t confirm that agents had read and assimilated the most pertinent information—until now.

Lack of Management Information and Reporting

Under the current systems, there was a lack of management information. No audit trail existed for information accessed by each agent, making it impossible to track navigation patterns or identify frequently used information. The absence of tracking data posed challenges for prioritizing staff training and developing process information.

Processes Mapped to Decision Trees

Facing these challenges, Serco and Shop Direct collaborated with KPS to explore and create a solution. A crucial requirement was utilizing existing information sources while establishing a structured workflow for contact centre agents. Empowering agents to follow processes step by step through guided decision trees enables a focus on customer interaction. Relevant information and guidance are presented as each service interaction unfolds.

Solution Developed and Live in 3 Months

Collaborating, KPS, Serco, and Shop Direct successfully implemented a solution in just 3 months. The rollout was quick, with a single day of training before agents began using the system for live inquiries. To explore the implementation of the knowledge management system in the contact centre, download the case study.

Get a quick overview so you can spend your time improving your processes.

You can easily define and set up processes according to your own needs using a convenient layout tool. In addition, since all types of workflow processes can be managed, you get all case management in one single system. 

Analyses, statistics and reports give you an unbeatable overview with real-time status and division of responsibility. Nothing has to fall through the cracks anymore and you always have an accurate and up-to-date base for decision-making.

CANEA Process is a tool that allows you to model and share business processes in an easy-to-use graphical web interface.

Seeing is understanding

Visualisation gives all employees an understanding of the organisation’s processes, activities, responsibilities and information flows.

Living processes

Identifying working methods while making it easy to update is the basis for continuous improvement of processes.

Create a complete picture

Linking together documents, information and tools with clickable process maps create an intuitive and comprehensive management system.

CANEA Workflow is an IT solution that automates, quality-assures and speeds up administrative workflow processes.

You can easily define and set up processes according to your own needs using a convenient layout tool. In addition, since all types of workflow processes can be managed, you get all case management in one single system. 

Analyses, statistics and reports give you an unbeatable overview with real-time status and division of responsibility. Nothing has to fall through the cracks anymore and you always have an accurate and up-to-date base for decision-making.

By creating executable processes in CANEA Workflow, you get both better control of the situation and smoother processing.

Streamlining the work

Ensure compliance and that handovers are done correctly and with the right information.

Correct decision support

You get an unbeatable overview of the processes in real time, with both clear reports and clear diagrams.

Improve processes continuously

Our process support can be constantly adapted to changing needs and requirements. In this way, we give you the best possible conditions for your daily work.

A document management system without complicated folder structures.

CANEA Document combines simple and intuitive search features with powerful features for managing documents from a life cycle perspective.

Maximum availability
Search and find information quickly based on what you need, not where it is stored.

High security
Ensure accuracy, changes and access to all information – with high traceability.

Fulfils requirements
Manage information according to standards, legislation and other requirements for document management.

CANEA Document supports everything from production, publication and modification to archiving and deletion – with full traceability and version management.

CANEA Document provides secure management of all types of documents – in one place. Tagging the information with metadata creates a virtual, multidimensional folder structure. This means that a document appears in multiple locations at the same time, with authorisation-controlled access. The right information in the right place for the right users at the right time!

You can usefully add your company’s process-oriented management system to CANEA Document. All production and distribution of documents is quality-assured and streamlined. In addition, your employees always have access to the most up-to-date version of the documents – directly via intranet, tablets and mobile phones.

Improve the performance of your project activities

CANEA Project is a comprehensive project tool with integrated support for all types of projects and parties– such as management, resource owners, clients, project managers and project participants. CANEA Project gives you an excellent overview of your entire project portfolio, including profitability and status, making it easier to prioritize and make decisions.

CANEA Project shares all important project information with both internal and external members.

Let your project manager focus on management rather than administration and distribution of the information.

Gather all project information in one place and make it available to both internal and external members.

Helps you with prioritization of projects, resource management and analysis of portfolios and programs.

Make reality of the strategy

CANEA Strategy makes it possible for organisations of all sizes to create a unique common thread from the strategic work to the daily operations. We do not just provide performance management tools but rather a completely new generation of IT support for strategy activation. The system guarantees and provides support throughout the chain from strategy to execution. You get no results without action. CANEA Strategy makes it possible in practise! 

CANEA Strategy ensures and provides support throughout the entire journey from strategy to execution.

Create a shared understanding of the strategy, the goal to achieve and how.

Gives management an unbeatable overview of what’s happening, how it’s progressing, and why.

Creates a clear common thread from the strategy to project, initiatives and actions.